13F filing recap · Q1 2004

What did Kahn Brothers Group buy in Q1 2004?

Reported stock-position changes between this filing and the previous one.

Stock value

$582.81M

Positions

Estimated turnover

13.7%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

FNFGFirst Niagara Financial Group Inc.$267.9Kreported value+19.6K shares

Increased positions

NYCBFlagstar Bank, National Association$65.66Mreported value+461.6K shares+31.8%VOXXVoxx International Corp$33.88Mreported value+800 shares+0.0%ORIOld Republic International Corp$22.18Mreported value+287.2K shares+46.6%MKTSAdvanced Marketing Services, Inc.$21.57Mreported value

Reduced positions

NFBNorth Fork Bancorporation$21.91Mreported value-16.6K shares-3.1%COMS3com Corp$19.95Mreported value-12.2K shares-0.4%FBFFleetboston Financial Corp.$16.97Mreported value-200 shares-0.1%NTPNam Tai Electronics Inc$16.68Mreported value-29.5K shares

Exited positions

TRYFTroy Financial Corp$1.48Mprior reported value-42.7K shares-100.0%THISThistle Group Holdings Co.$1.46Mprior reported value-56.2K shares-100.0%BPBp Plc$346.4Kprior reported value-7.0K shares-100.0%GEGeneral Electric Company$323.4Kprior reported value-10.4K shares